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Csenge Advisory Group’s HEICO Corp HEI Stock Holding History

Csenge Advisory Group’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Buy
1,409
+13
+0.9% +$3.95K 0.02% 462
2026
Q1 		$383K Sell
1,396
-7
-0.5% -$2.25K 0.02% 500
2025
Q4 		$454K Buy
1,403
+10
+0.7% +$3.16K 0.02% 460
2025
Q3 		$450K Sell
1,393
-126
-8% -$40.1K 0.02% 444
2025
Q2 		$455K Buy
1,519
+1
+0.1% +$277 0.02% 450
2025
Q1 		$372K Sell
1,518
-432
-22% -$105K 0.02% 474
2024
Q4 		$464K Buy
1,950
+25
+1% +$6.48K 0.03% 443
2024
Q3 		$510K Buy
1,925
+202
+12% +$48.9K 0.03% 414
2024
Q2 		$385K Sell
1,723
-79
-4% -$16.7K 0.02% 471
2024
Q1 		$344K Sell
1,802
-6
-0.3% -$1.11K 0.02% 515
2023
Q4 		$323K Sell
1,808
-16
-0.9% -$2.71K 0.02% 508
2023
Q3 		$295K Sell
1,824
-9
-0.5% -$1.53K 0.02% 493
2023
Q2 		$324K Sell
1,833
-43
-2% -$7.25K 0.02% 477
2023
Q1 		$321K Sell
1,876
-103
-5% -$17.3K 0.02% 456
2022
Q4 		$304K Buy
1,979
+138
+7% +$21.5K 0.02% 459
2022
Q3 		$265K Buy
+1,841
New +$276K 0.02% 497
2022
Q2 		– Sell
-1,400
Closed -$215K – 618
2022
Q1 		$215K Buy
+1,400
New +$203K 0.02% 585
2018
Q4 		– Sell
-375
Closed -$30K – 717
2018
Q3 		$30K Buy
+375
New +$30.8K 0.01% 333

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Csenge Advisory Group's HEI Position: Q2 2026 in Review

Csenge Advisory Group increased its HEICO Corp (HEI) stake by 0.93% in Q2 2026, buying an estimated $3.95K and bringing the position to 1,409 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #462.

Csenge Advisory Group first reported a position in HEI in Q3 2018 and has held it in 18 quarters since. The position peaked at $510K in Q3 2024. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Csenge Advisory Group held 1,409 shares of HEICO Corp worth $502K as of Q2 2026.
  • Csenge Advisory Group bought 13 HEICO Corp shares in Q2 2026, an estimated $3.95K.
  • HEICO Corp made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #462 holding.
  • Csenge Advisory Group first reported a position in HEICO Corp in Q3 2018 and has held it in 18 quarters since.
  • Csenge Advisory Group's HEICO Corp position peaked at $510K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.